CNBC Television
22 Oct 2026, 17:47 UTC · 2h ago
Jensen Huang sees high neocloud demand
Impact · against what's priced in
The news of high neocloud demand provides incremental support for Nvidia's bull case but lacks the quantitative specificity to move the needle. While it aligns with the revenue projections the market is currently ignoring, a CEO's general comment on demand does not bridge the gap to the $1 trillion cumulative revenue target.
- NVDA+0.10
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures through 2027
Huang's observation of high neocloud demand supports the massive revenue projections that the market is currently refusing to pay for, though it does not provide the hard order data required to flip the market's stance.
What NVDA's price assumes · Sep 1
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